Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template.
| Field Name | Required Field? | Field Data Instructions | Sample Data |
| INVOICE NO | Required | 10 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) | 1153-7 |
| CUSTOMER CODE | Required | 20 characters maximum. Only alpha characters/numbers/special Characters(@,-,_,.) are allowed | A123456-9 |
| INVOICE DATE | Required | Invoice date in US date format MM/DD/YY | 03/15/19 |
| INVOICE AMOUNT | Required | Dollar total of invoice | 540.25 |
| PRIOR PAID AMOUNT | Required | Dollar total of amount(s) paid against this invoice | 300.00 |
| INTEREST | Enter interest amount as of the date of the import | 0.00 | |
| DISCOUNT | Note: this should be zero as Accolent will calculate based on terms | 0.00 | |
| WRITE-OFFS | Dollar total of amount(s) writen-off against this invoice | 100.00 | |
| AMOUNT DUE | Required | Dollar total of balance due against this invoice | 140.25 |
| DUE DATE | Invoice due date in US date format MM/DD/YY | 04/15/19 | |
| SALESPERSON CODE | Required | 3 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) | 100 |
| WAREHOUSE CODE | Required | 3 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) | 5 |